MARY LINCOLN JOHNSON CHARITABLE FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
MARY LINCOLN JOHNSON CHARITABLE FOUNDATION (EIN 13-4281942)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-09-12
IRS object ID
201932559349100408
Schema version
2018v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2019-09-12T10:13:40-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042620388PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COLES & BODOIN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line175 SECOND AVENUEAddressLine1Txt
CityNEEDHAMCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02494ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN134281942EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MARY LINCOLN JOHNSON CHARITABLEBusinessNameLine1Txt
Business Name Line2FOUNDATION C/O KING & NAVINS PCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlMARYBusinessNameControlTxt
Phone7812370150PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line120 WALNUT STREET NO 101AddressLine1Txt
CityWELLESLEYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02481ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICHARD NAVINSPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7812370150PhoneNum
Signature2019-09-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALAN W LAPIERRE CPAPreparerPersonNm
PTINP00113727PTIN
Phone7814551400PhoneNum
Preparation2019-09-03PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address142.147.8.47IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-09-03IPDt
IP Tm15:01:21IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id34679CA11CF4D2966400254EBCE2812DBA63455BAtSubmissionCreationDeviceId
At Submission Filing Device IdE03B8B0449D9CDEBF6D6FD6CE5DF8E0B3C58739BAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,114,606FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$50,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$63,496DividendsRevAndExpnssAmt
Dividends Net Invst Incm$55,821DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$40,101NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$156,725GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$40,101CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$153,597TotalRevAndExpnssAmt
Total Net Invst Incm$95,922TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$5,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$5,000CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,850AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,850AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$9,560OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$9,560OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,202TaxesRevAndExpnssAmt
Taxes Net Invst Incm$35TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$18,612TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$9,595TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,850TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$100,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$100,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$118,612TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$9,595TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$107,850TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$34,985ExcessRevenueOverExpensesAmt
Net Investment Income$86,327NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$47,039SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$90,566SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$90,566SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$166,339USGovernmentObligationsBOYAmt
US Government Obligations EOY$141,883USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$138,545USGovtObligationsEOYFMVAmt
Corporate Stock BOY$845,788CorporateStockBOYAmt
Corporate Stock EOY$912,800CorporateStockEOYAmt
Corporate Stock EOYFMV$1,737,015CorporateStockEOYFMVAmt
Corporate Bonds BOY$201,462CorporateBondsBOYAmt
Corporate Bonds EOY$150,364CorporateBondsEOYAmt
Corporate Bonds EOYFMV$148,480CorporateBondsEOYFMVAmt
Total Assets BOY$1,260,628TotalAssetsBOYAmt
Total Assets EOY$1,295,613TotalAssetsEOYAmt
Total Assets EOYFMV$2,114,606TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$1,260,628CapitalStockBOYAmt
Capital Stock EOY$1,295,613CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,260,628TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,295,613TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,260,628TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,295,613TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,260,628TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$34,985ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,295,613SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,295,613TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
DELL INCP2013-02-052018-04-16$50,000$51,098-$1,098-$1,098
MA ST HEALTH & EFA BONDP2008-11-142018-10-01$25,000$24,456$544$544
PRAXAIR INCP2010-03-172018-10-31$81,725$41,070$40,655$40,655
FieldValueIRS element (for citing)
Capital Gain Net Income$40,101CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$107,500AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,154,544NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.049895DistributionYr1Rt
Adjusted Qlfy Distri Yr2$87,275AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,012,951NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.043357DistributionYr2Rt
Adjusted Qlfy Distri Yr3$111,702AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,013,329NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.055481DistributionYr3Rt
Adjusted Qlfy Distri Yr4$118,838AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,163,293NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.054934DistributionYr4Rt
Adjusted Qlfy Distri Yr5$111,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,992,784NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.055701DistributionYr5Rt
Total Distribution0.259368TotalDistributionRt
Average Distribution0.051874AverageDistributionRt
Net Vl Noncharitable Assets$2,248,806NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$116,655AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$863NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$117,518AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$107,850QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,727InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,727SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,727TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,167EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,167TotalPaymentsAndCreditsAmt
Es Penalty$12EsPenaltyAmt
Tax Due$572TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksRICHARD R NAVINS TRUSTEEIndividualWithBooksNm
Phone7812370150PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line120 WALNUT STREET 101AddressLine1Txt
CityWELLESLEYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02481ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PETER G JOHNSON
6 TIFFANY TRAILHOPKINTONMA01748TRUSTEE0.10$0$0$0
DAVID B JOHNSON
24 BEECH DRIVEBRUNSWICKME04011TRUSTEE0.10$0$0$0
ANNE S EVANS
157 WATERMAN ST UNIT 2PROVIDENCERI02906CHAIR0.10$0$0$0
THOMAS R JOHNSON
38 MORSE STREETWESTBOROUGHMA01581TRUSTEE0.10$0$0$0
JOHN H JOHNSON
912 JAYSMITH STREETGREAT FALLSVA22066TRUSTEE0.10$0$0$0
BENJAMIN B JOHNSON
193 CHURCH ROADBRUNSWICKME04011TRUSTEE0.10$0$0$0
RICHARD R NAVINS
20 WALNUT STREET 101WELLESLEYMA02481TRUSTEE0.50$5,000$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,192,733AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$90,319AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,283,052TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,283,052AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$34,246CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,248,806NetVlNoncharitableAssetsAmt
Minimum Investment Return$112,440MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$112,440MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,727TaxBasedOnInvestmentIncomeAmt
Total Tax$1,727TotalTaxAmt
Distributable Before Adj$110,713DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$110,713DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$110,713DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$107,850ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$107,850QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$107,850AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$110,713DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$11,915ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$11,637ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$12,000ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$550ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$36,102TotalExcessDistributionCyovAmt
Qualifying Distributions$107,850QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$107,850AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$2,863ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$2,863ExcessDistributionCyovAppCYAmt
Total Corpus$33,239TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$9,052ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$24,187ExcessDistriCyovToNextYrAmt
Excess From Year4$11,637ExcessFromYear4Amt
Excess From Year3$12,000ExcessFromYear3Amt
Excess From Year1$550ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
THE PARMENTER FOUNDATION
260 BOSTON POST ROAD SUITE 5WAYLANDMA01778NONEHEALTH CARECHARITABLE$15,000
LIFETIME WELLS INTERNATIONAL
24321 SHORE HIGHWAYDENTONMD21629NONECOMMUNITY CARECOMMUNITY CARE (CLEAN WATER)$2,500
MID COAST HOSPITAL
123 MEDICAL CENTER DRIVEBRUNSWICKME04011NONEHEALTH CAREHEALTH CARE$25,000
PANDAS NETWORK
655 OAK GROVE AVENUE 1373MENLO PARKCA94026NONEHEALTH CAREHEALTH CARE$10,000
PROJECT JUST BECAUSE
86 SOUTH STREETHOPKINTONMA01748NONEHEALTH CAREHEALTH CARE$2,500
WREATHS ACROSS AMERICA
4 POINT STREETCOLUMBIA FALLSME04623NONEVETERAN CAREVETERAN CARE$5,000
HOPE HOSPICE & PALLIATIVE CARE
1324 BELLMONT STREET SUITE 202BROCKTONMA02301NONEHEALTH CAREHEALTH CARE$10,000
MCLEAN HOSPITAL
115 MILL STREETBELMONTMA02478NONEHEALTH CAREHEALTH CARE$10,000
WATER WELL TRUST
PO BOX 2399DAVIDSONNC28036NONECOMMUNITY CARE (CLEACOMMUNITY CARE$5,000
TEAM RUBICON
6171 W CENTURY BLVD SUITE 310LOS ANGELESCA90045NONEVETERAN CAREVETERAN CARE$10,000
KEEPSMILIN4ABBIE FOUNDATION
12 TERESA RDHOPKINTONMA01748NONEHEALTH CAREHEALTH CAREHEALTH CARE$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$100,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$63,496ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$40,101ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$103,597ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$103,597TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonHELEN B JOHNSONContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line156 BARIBEAU DRIVEAddressLine1Txt
CityBRUNSWICKCityNm
State AbbreviationMEStateAbbreviationCd
ZIP040112920ZIPCd
FieldValueIRS element (for citing)
Total Contributions$50,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,850Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,850DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$150,364EOYBookValueAmt
EOYFMV$148,480EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
STOCK & EQUITY INVESTMENTS$873,510$1,715,920
PREFERRED STOCK$39,290$21,095

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$141,883USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$138,545USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$9,560Amt
Net Investment Income$9,560NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonHELEN B JOHNSONPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line156 BARIBEAU DRIVEAddressLine1Txt
CityBRUNSWICKCityNm
State AbbreviationMEStateAbbreviationCd
ZIP040112920ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAXES$1,167$0$0
STATE FILING FEE$35$35$0

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